Configuring General Information for Request Types

To configure the general information for a new request type:

  1. On the PPM Workbench shortcut bar, click Demand Mgmt > Request Types.

    The Request Type Workbench opens.

  2. Click New Request Type.

    The Request Type window opens.

  3. Complete the information described in the following table, as necessary.

    Field Name

    Description

    Request Type Name

    Type the name of the request type.

    Request Header Type

    Use the auto-complete to select a request header type to use with this request type, or to create a new request header type, click New.

    Creation Action Name

    Optional. You may just leave it empty.

    You may also provide a value for it, which is displayed under the Create Based On Desired Action section as Most Recently Created on the Create New Request page instead of the request type name itself.

    Category

    From this list, select the category that includes the request type.

    You can use the Validation Workbench to create categories (for example, Sales and Support or General Administration) based on your business needs. The categories you create are displayed in the Create New <Request_Type> window in the standard interface.

    [Validation = CRT - Request Type Category]

    Extension

    For request types created for an Deployment Management extension, select the extension from the list.

    Description

    Type a clear description of how the request type is to be used.

    Meta Layer View

    The reporting meta layer (RML) contains a database view for each request type, which displays data columns for each field defined for the respective request type. This eliminates the need for a report writer to navigate the generic transactional data model when creating an Demand Management report.

    A request type must have a corresponding meta layer view name that is unique to the system, and that has the format MREQ_<Request_Type_Name>. (Use uppercase text strings and underscore characters only.)

    For detailed information about (reporting meta layer) views for Demand Management, see the Reporting Meta Layer Guide and Reference.

    Max Fields

    From this list, select the maximum number of fields the request type can have. See Setting Request Type Defaults .

    Enabled

    To keep this request type available to PPM, leave Yes selected (the default).
    Enabled Copy Request

    The default value is Yes.

    If you select No, the Copy button does not appear in the request detail page and users cannot copy request of this request type from the request detail page. However, the request can still be copied by running the special command.

  4. Do one of the following:

    • To save the changes and close the Request Type window, click OK.

    • To save the changes and leave the window open, click Save.